Changes

=Current Upgrade Package: July August 2013=

Watch this video to get a '''general overview''' of the new features in our July August 2013 upgrade.

The following server will be upgraded on Tuesday, July 9August 6, 2013 at 10pm EST.

The following servers will be upgraded on Thursday, July 11August 8, 2013 at 10pm EST.

If your organization has a dedicated [[SmartSimple]] server or you host in-house, SmartSimple will be in contact with your system administrator to schedule the upgrade of your server '''after''' July 11August 8. The following features will be implemented as part of the upgrade cycle commencing in July August 2013:

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users when upon the application of the upgrade to your server is upgraded:

===Assign Multiple ContactsUser-Selected Recipients for Workflow Messages===When using the Lookup button ({{LookupButton}}) to select contacts to be assigned to a System administrators can configure [[UTAworkflow]] recordtasks to prompt the user that triggers the workflow to choose the recipient of a workflow-generated email message. With this enhancement, you the user can now search by choose multiple recipients of the values of workflow-generated email message. See [[custom fieldsSelecting Recipients in an Acknowledgment Workflow]] on the contact records. In this way, groups of contacts that meet a certain criteria can be added as contacts on a UTA record more efficientlyfor further information.<!--21889 15849 - User Picker Search optionsWorkflow routing: let user select many recipients--> ===Upgrade Enhancements to Notes Functionality===* [[Notes]] can now be added to the configuration pages for [[Templates]], [:Category:Data Exchange|Data Exchange[Types]], [[Status]]es and [[Custom Fields]]===''Note: The Data Exchange feature is primarily used by our Medical Claims Management clients . This will allow system administrators to keep track Assessments conducted pursuant of changes to Insurance claimstheir system configuration.''<BR!--22531 - Add NOTES linkage to Templates, Types and Custom Fields-->The Data Exchange feature includes an exchange history for * [[Level 2 Entity|Tracking ActivitiesNotes]]. There is are also now an exchange history page on each individual Tracking Activity (sometimes named "Assessments" or "Services") that shows the entire history of available for viewing and editing when a specific Tracking Activity was exchanged and the individual that sent/received that specific Tracking Activityrecord is in [[Edit mode]].<!--22587 - Notes on Edit Mode-->

===New Feature: [[Quick Edit]]Bypass Validation Option on Submit Buttons===This new feature allows users System Administrators can create submit buttons for records which move the records to edit fields on a record directly from the different [[list viewstatus]]. The [[system administrator]] determines which fields display in and trigger the field [[Quick Editvalidation]] pop-up from the list view and [[Configuring List ViewsSubmit Logic|configuration pagesubmit logic]]on that record. The [[Quick Edit]] pop-up adheres A new setting has been added, labelled "Bypass Validation," that will allow the user to move a record to a different status without triggering the [[Role Field Permissions|edit permissions]] set on each custom field and in the application's [[Security Matrix|security matrix]]validation. The data [[validation]] configured in each individual custom field is also performed when changes are made System Administrators will now be able to allow users to change a record back to "Draft" status, for example, without having to field values from fill out all the Quick Edit screenmandatory fields on a record.  The system administrator can also configure where the Edit <!--19637 - Submit button appears on the list view record, and the label of the button.option to bypass validation-->

Since Quick Edit is configured on the list views, which ===Subreports can be made available only to certain rolesLinked using Column Values in Main Report===When creating a subreport, you system administrators can restrict now specify that the reports should be linked using values from a column of the ability parent report. This allows for a greater flexibility in creating sub-reports, as administrators are no longer limited to use Quick Edit using standard fields to certain roleslink main reports and subreports, and can now specify a custom field.<!--19491 18937 - Reporting: Pass column value into sub- Inline Editing on List Views (Quick Edit) report criteria-->

===Assign Organization UpgradeTransaction List Views===When you assign an organization to the Organization [[standard fields|standard fieldList Views]] can now be defined for [[transactions]] using the Lookup button, the organization details shown in to match the list view can now be configured by System Administratorsfunctionality for other system objects.<!--18440 20205 - Unable to configure popup list view of Organization standard field in UTATransactions - List Views-->

===Lists of UTA Objects on Contact/Organization ProfilesEmail Template Categories===PreviouslyWhen creating an email template, a new feature, "Categories" has been added. You can select one of the ability to display a contact or organizationfollowing options:* General – ''Email Template will be available in all contexts''s associated * UTA records on a tab on the contact or organizationLevel 1 – ''s profile page could Email Template will only be enabled or disabled by available when sending an email from a system administrator on the [[UTA Settings - Miscellaneous|UTA Settings Page]]. This configuration option has been enhanced to allow for the {{l1}}''* UTA record tab on contact/organization Level 2 & 3 – ''Email Template will only be available when sending an email from a [[profileUTA]]s to {{l2}} or {{l3}}''* Contact – ''Email Template will only be visible for users in available when sending an email from a given [[role]].contact record''<!--21350 20088 - Need role control over who sees L1 and L2 tabs on Contact / Company profileEmail Templates-->

<!--===Multiple Address EnhancementsHide Notification of Locked Record===A new setting has been added to the [[ContactGlobal Settings]] records in SmartSimple can possess multiple addresses (i.epage labeled "Hide record lock from user who has the record locked." When enabled, home address, work address, etc.). With this setting will prevent the July upgrade, system from displaying the multiple addresses can be updated using an import wizardmessage notifying a user that they have checked out a record for editing purposes. There are also new SmartSimple See [[variablesRecord Lock]] that can be used to return address for further information on a contact:*@addressbook@ will return the address block you see in the user profile "view mode"*@primaryaddress@ will return only the primary address in the styles you see in "view mode"-->.